Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 230.23

-4.3%

3:59 PM EST

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To: combjelly who wrote (238806)	8/15/2007 10:59:53 AM
From: wbmw	Read Replies (1) of 275872

Re: It isn't going to be in the initial chips. We already know that. However, it could be introduced at some later point as a mid-life kicker. That wouldn't be as risky. I could see them remasking for a different L3. But, I don't see them reworking the cache control circuitry for it. That would be a big risk. I don't see such a complex mid-life kicker for Shanghai, unless Sandtiger gets delayed. A more likely mid-life kicker would be the rumored Montreal core, which was supposedly a dual-die Shanghai in an MCM. AMD didn't show this at their Analysts Day, but that doesn't mean they aren't working on it opportunistically. Re: Given we haven't heard squat, I don't think ZRAM has panned out for them. At this point, I think it is more likely to show up on a GPU than a CPU. I think Z-RAM looks rather promising, but not in the near term. That's probably why we haven't heard anything. 2010 might be a better intercept. I've always considered it a long term technology.

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